• Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block.
• Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary.
• Serve as point of contact for onsite escalated client service concerns.
• Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary.
• Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience.
• Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals.
• Lead daily huddles and communicate essential information to office associates.
• Managing high volume of phone calls and emails, relaying information in a timely and accurate manner.
• Organize front desk files and prepare conference room for meetings.
• Provide administrative support to the office by relaying messages, printing emailed documents, filing, and copying of documents.
• Greet clients and visitors when they arrive at the office and provide them with necessary information.
• Schedule appointments and update the office calender.
• Enter and update information into client database
Customer service
Organizational skills
Communication skills
Microsoft Office
Leadership
Time management
Office management
Marketing
Clerical experience